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Meet the Team

We are Committed to Your Financial Success

Our team focuses on building solid relationships with you so we can earn your trust. We are highly accessible and ready to address your financial concerns, from simple to complex.

Jay Oliver

Jay Oliver

Financial Advisor

(903) 747-3446

Andrew Focht

Andrew Focht

Financial Advisor

903-747-3446

Alisa Hutchins

Alisa Hutchins

Registered Representative/Client Services Specialist

(903) 747-3446

Emma Moore

Emma Moore

Administrative Assistant

(903) 747-3446

Suzanne Oliver

Suzanne Oliver

Support Team-Bookkeeping

Mary Kannard

Mary Kannard

Support Team Member

Meredith Oliver

Meredith Oliver

Support Team Member

Our Alliance With Cetera Strengthens Our Service

Our partnership with Cetera enhances the comprehensive service we offer. Cetera augments our experience with expert legal advice, objective investment research, custom-created strategies, and more than 100 years of financial planning experience.

Cetera Advanced
Planning Team

Cetera's Advanced Planning Team is a key partner, providing legal and financial services that enhance our resources.

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Cetera Investment Management Team

We create strategic, targeted investment plans for you, supported by the Cetera Investment Team's objective research.

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Cetera Financial Plan Design Team

Cetera's Financial Plan Design Group, with over 100 years of financial planning specialization, is a beneficial resource.

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About Us

Rose Point is an independent, fiduciary firm that leverages personal attention and high-touch service to help every client thrive.

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Who We Serve

Our clients represent every stage of life and pursue varied financial and lifestyle goals. We support each one with a personal strategy.

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Our Approach

We focus on you. Our team listens to your goals and concerns and recommends the tools to help you achieve those objectives.

Our Approach